Yardley Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Yardley Wealth Management’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.02M	Buy	99,680 +2,716	+3%	+$252K	3.94%	10
2026 Q2	$8.84M	Buy	96,964 +1,419	+1%	+$125K	4.02%	13
2026 Q1	$7.7M	Buy	95,545 +542	+0.6%	+$44K	3.95%	13
2025 Q4	$7.2M	Buy	95,003 +1,679	+2%	+$124K	3.83%	13
2025 Q3	$6.74M	Sell	93,324 -8,199	-8%	-$579K	3.77%	13
2025 Q2	$6.92M	Buy	101,523 +3,597	+4%	+$232K	3.79%	12
2025 Q1	$6.39M	Sell	97,926 -14,235	-13%	-$965K	3.76%	12
2024 Q4	$7.48M	Buy	112,161 +18,269	+19%	+$1.24M	3.63%	13
2024 Q3	$6.18M	Buy	+93,892	New	+$5.98M	3.67%	13

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Yardley Wealth Management's AVLV Position: Q3 2026 in Review

Yardley Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 2.8% in Q3 2026, buying an estimated $252K and bringing the position to 99,680 shares worth $9.02M. The position accounts for 3.94% of the portfolio, ranked #10.

Yardley Wealth Management first reported a position in AVLV in Q3 2024 and has held it in 9 quarters since. 303 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Yardley Wealth Management held 99,680 shares of Avantis US Large Cap Value ETF worth $9.02M as of Q3 2026.
Yardley Wealth Management bought 2,716 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $252K.
Avantis US Large Cap Value ETF made up 3.94% of Yardley Wealth Management's portfolio in Q3 2026, its #10 holding.
Yardley Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
303 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.